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Cate Koelmeyer
Provisional Financial Adviser

Cate holds a Bachelor of Business with a major in Financial Planning and Behavioural Economics. While she also holds a Diploma of Business and Commerce.

BBus(FinPlan)

​Cate is a Provisional Financial Adviser who is currently completing her professional year. With a blend of academic excellence and hands-on experience, Cate brings over three years of expertise in strategic planning and client-focused solutions to the team.

Cate’s journey began during high school, driven by a fascination for economics and a deep desire to assist individuals in securing their financial futures. She is dedicated to guiding clients through their financial journeys with a holistic approach, ensuring personalised solutions tailored to their unique needs.

​Outside of the professional arena, you'll find Cate immersed in various hobbies, from the tranquillity of reading to the thrill of water skiing and camping. Inspired by the holistic service approach of the Zinc Wealth team, she is committed to delivering excellence and client satisfaction.

 

As a provisional financial advisor, Cate will be under the supervision of Director and Financial Adviser Nick Rundle.

Get in touch with our team to book your obligation free appointment with one of our advisers today.

info@zincwealth.com.au       07 4688 8000

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GET IN TOUCH

We would love to hear from you!

Phone us on 07 4688 8000

OR
 

Email us at info@zincwealth.com.au 

Main Office:

Suite 6

618 Ruthven Street

(PO Box 421)

TOOWOOMBA QLD 4350

Regularly travelling to:

142 High Street                     

STANTHORPE QLD 4380       

 

L2, 13/22 Baildon Street

KANGAROO POINT QLD 4169

39 Hawthorne Street

ROMA QLD 4455

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Zinc Wealth Pty Ltd, ABN 85 616 916 851, trading as Zinc Wealth is a Corporate Authorised Representative (CAR 1252146) of Zinc Holdings Pty Ltd (ABN 87 679 898 518) (Australian Financial Services Licence No. 564771).  All information and articles on this site are general in nature. They do not consider your personal circumstances. Please consult your financial adviser before acting. Liability limited by a scheme approved under Professional Standards Legislation.

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